SOUTHEASTERN ASSOCIATION OF TAX AD… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1951

Legal Domicile

Principal Officer

CHARLES H HELMS

Phone

9196024447

Tax Period

2024-11-01 to 2025-10-31

SOUTHEASTERN ASSOCIATION OF TAX ADMINISTRATORS, founded in 1951, is a small nonprofit that reported $320K in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring.

Mission

TO PROMOTE COOPERATION AND SHARING OF TAX ADMINISTRATION PHILOSOPHIES AMONG THE (12) SOUTHEASTERN STATES IN TAXATION AND TAX RELATED MATTERS THROUGH MEETINGS AND OTHER COMMUNICATIVE MEANS.

Program Service Accomplishments

Program 1

Expenses: $340,926 Revenue: $270,827

ANNUAL CONVENTION TO MEET & SHARE TAX ADMINISTRATION PHILOSOPHIES AMONG THE (12) SOUTHEASTERN STATE REVENUE AGENCIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $48,750

Program Service Revenue $270,827

Investment Income $82

Other Revenue $0

TOTAL REVENUE $319,659

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,255

Fundraising Expenses $0

Program Expenses $340,926

Other Expenses $313,671

TOTAL EXPENSES $340,926

Year-over-Year Comparison

	2024	2023	Change
Revenue	$319,659	$413,151	-0.2%
Expenses	$340,926	$324,391	+0.1%
Net Income	$-21,267	$88,760	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES H HELMS	EXECUTIVE DI	10.00	Officer	$0	$0	$0
HARTLEY POWELL	PRESIDENT	1.00	Director	$0	$0	$0
VERNON BARNETT	VICE PRESIDE	1.00	Director	$0	$0	$0
FRANK O'CONNELL	2ND VICE PRE	1.00	Director	$0	$0	$0
MATT IRBY	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS GRAHAM	DIRECTOR	1.00	Director	$0	$0	$0
CHARLIE COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
DR JIM ZINGALE	DIRECTOR	1.00	Director	$0	$0	$0
TOM MILLER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID GERREGANO	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD NELSON	DIRECTOR	1.00	Director	$0	$0	$0
JAMES ALEX	DIRECTOR	1.00	Director	$0	$0	$0
MCKINLEY WOOTEN	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$319,659	$340,926	$560,891	$-21,267
2024	$413,151	$324,391	$548,619	$88,760
2023	$276,214	$377,135	$456,629	$-100,921
2022	$318,828	$254,262	$531,418	$64,566
2021	$292,392	$212,909	$478,338	$79,483
2019	$338,574	$314,619	$251,114	$23,955
2018	$301,759	$316,552	$227,159	$-14,793

SOUTHEASTERN ASSOCIATION OF TAX ADMINISTRATORS